Freedom251 › Public Sector CRM Software
CaseMate
What CaseMate is
CaseMate is a web-based casework and campaigning platform designed for UK councillors. Its casework tools track status and priority, record activity timelines, and support attachments, tasks, resident links, and reports. Councillors can import electoral register CSV files and search entries by name, address, postcode, or elector suffix. Election tools cover election management, committee room work, teller data entry, canvassing, knock-up lists, and turnout tracking. A daily journal combines a calendar and linked case notes, with natural-language shortcuts for creating tasks. AI features can summarize and compare documents, generate meeting questions, and draft letters; listed provider options include OpenAI, Anthropic Claude, Azure OpenAI, and CaseMate's basic system. Email can be sent, received, forwarded, and automatically linked to cases, with Exchange, Gmail, and other email systems supported. The public website builder has a CMS, news, galleries, petitions, custom pages, and contact forms that create cases. Plans include a 14-day trial with full feature access and no card required to start. CaseMate says it is UK-hosted and GDPR compliant, with daily backups retained for 30 days.
Who it suits
CaseMate is aimed at UK councillors handling resident casework, election activity, email, and public information. Its single-user plans suit an individual councillor, while Hero lists capacity for 10 users and 10 mailboxes.
What it does well
- Tracks case status, priority, activity, and tasks.
- Search electoral register imports by several fields.
- Includes election, canvassing, and turnout tools.
- Offers a 14-day trial without a credit card.
- Daily backups are retained for 30 days.
What to know first
- No free plan is listed.
- Quiet, Active, and Campaigner each list one user.
- Quiet and Active list 1GB storage.
- Web platform only.
Limits
Quiet, Active and Campaigner each list one user and one mailbox; Quiet and Active include 1GB storage, while Campaigner includes 3GB. Hero lists 10 users, 10 mailboxes and 5GB storage. All plans provide a 14-day trial with full feature access.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Quiet | £15.00 £11.25 /month; or £165.00 £123.75/year · 1 User · 1 Mailbox · 1GB Storage | £11.25 a month |
| Active | £25.00 £18.75 /month; or £293.75 £220.31/year · 1 User · 1 Mailbox · 1GB Storage | £18.75 a month |
| Campaigner | £30.00 £22.50 /month; or £330.00 £247.50/year · 1 User · 1 Mailbox · 3GB Storage | £22.50 a month |
| Hero | £50.00 £37.50 /month; or £550.00 £412.50/year · 10 Users · 10 Mailboxes · 5GB Storage | £37.50 a month |
As casemate.uk lists them, read 30 Sept 2026. The maker's own page has the final word.
Getting started
- Open the CaseMate website
- Use the web platform
- Start the 14-day trial without entering a credit card
- Choose Quiet, Active, Campaigner or Hero after the trial
- Import an electoral register CSV or connect Exchange, Gmail or another email system
- Configure the public website builder and casework tools
Verdict
CaseMate brings case management, campaigning, communications, and website tools together for councillor work. Compare each plan's user, mailbox, and storage limits with your needs before choosing.
Questions
How much does CaseMate cost?
Quiet is £11.25 per month, Active £18.75, Campaigner £22.50 and Hero £37.50. The pricing note states plans from £15/user/mo.
Does CaseMate offer a free plan or trial?
There is no free plan. All plans include a 14-day trial with full feature access, and no credit card is required to start.
Which platforms does CaseMate support?
CaseMate is available on the web and uses cloud deployment.
Who is CaseMate designed for?
CaseMate is designed for UK councillors handling casework and campaigning.
Which AI providers can CaseMate use?
The listed options are OpenAI, Anthropic Claude, Azure OpenAI and CaseMate’s basic AI system.
What email systems work with CaseMate?
CaseMate supports Exchange, Gmail and other email systems, with forwarding, sending, receiving and automatic case linking.
Facts from CaseMate's own pages
- AI providers
- The site lists OpenAI, Anthropic Claude, Azure OpenAI, and CaseMate's basic AI system as provider options. · casemate.uk, 30 Sept 2026
- AI tools
- AI features include document summaries and comparisons, meeting question generation, and letter drafting. · casemate.uk, 30 Sept 2026
- Backups and retention
- The pricing page states that automatic daily backups are retained for 30 days. · casemate.uk, 30 Sept 2026
- Campaign tools
- Election features include election management, committee room tools, teller data entry, canvassing, knock-up lists, and turnout tracking. · casemate.uk, 30 Sept 2026
- Casework
- Casework includes status and priority tracking, activity timelines, document attachments, tasks, resident links, and reports. · casemate.uk, 30 Sept 2026
- Electoral register
- Users can import electoral register CSV files and search by name, address, postcode, or elector suffix. · casemate.uk, 30 Sept 2026
- Email features include forwarding, sending and receiving, automatic case linking, and support for Exchange, Gmail, or other email systems. · casemate.uk, 30 Sept 2026
- Hosting and compliance
- The pricing page says CaseMate is UK-hosted and GDPR compliant. · casemate.uk, 30 Sept 2026
- Journal and tasks
- The daily journal has a calendar, supports linked case notes, and can create tasks from natural-language shortcuts. · casemate.uk, 30 Sept 2026
- Plan limits
- The Hero plan lists 10 users, 10 mailboxes, and 5GB storage; Quiet, Active, and Campaigner list one user and one mailbox each. · casemate.uk, 30 Sept 2026
- Purpose
- CaseMate is a casework and campaigning platform designed for UK councillors. · casemate.uk, 30 Sept 2026
- Security
- The privacy policy states that data is encrypted at rest and in transit using TLS 1.3, with per-tenant database isolation, access controls, and regular security audits and penetration testing. · casemate.uk, 30 Sept 2026
- Support
- CaseMate says it provides onboarding training and ongoing support, and typically responds to contact enquiries within 24 hours. · casemate.uk, 30 Sept 2026
- Trial
- All plans include a 14-day trial with full feature access, and no credit card is required to start. · casemate.uk, 30 Sept 2026
- Website builder
- The public website builder includes a CMS, news, galleries, petitions, custom pages, and contact forms that create cases. · casemate.uk, 30 Sept 2026
Where CaseMate stands on Freedom251
- Public Sector CRM Software#5 of 26